Join Grow Your Wealth host Travis Miller as he delves into the fascinating journeys of individuals who identified early investment opportunities and transformed them into incredible success stories.
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Join Grow Your Wealth host Travis Miller as he delves into the fascinating journeys of individuals who identified early investment opportunities and transformed them into incredible success stories.
David Harland - The Science of Building Generational Wealth: Lessons from Family Business and Finance
Grow Your Wealth
34 minutes
8 months ago
David Harland - The Science of Building Generational Wealth: Lessons from Family Business and Finance
In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with David Harland, a financial consultant and family business specialist with decades of experience across banking, wealth management, and intergenerational transitions. David shares his journey from working in his family business to becoming a banking professional and, later, a global consultant helping families navigate the complexities of wealth succession. He discusses the challenges of family business governance, the importance of purpose-driven entrepreneurship, and the keys to long-term wealth preservation.
[00:00:00] - Introduction: Meet David Harland and His Journey in Finance
[00:05:10] - Growing Up in a Family Business: Early Lessons in Leadership
[00:12:30] - From Banking to Consulting: A Career Pivot Towards Family Wealth Management
[00:18:55] - Working with Families: Managing Succession, Governance, and Transition
[00:24:20] - The Psychology of Wealth: Why Alignment and Communication Matter
[00:30:50] - Entrepreneurial Insights: Lessons from Running a Family Office
[00:36:25] - Expanding into Asia: Understanding Cultural and Regional Differences
[00:42:10] - Resilience in Business: Overcoming Challenges and Learning from Failures
[00:47:35] - Advice for Entrepreneurs and Family Business Owners
[00:52:20] - Final Thoughts and Connecting with David Harland
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Grow Your Wealth
Join Grow Your Wealth host Travis Miller as he delves into the fascinating journeys of individuals who identified early investment opportunities and transformed them into incredible success stories.